Ownership history in ASSETMARK, INC · 5 quarters on record
This page tracks every 13F SEC filing in which ASSETMARK, INC reported a position in ISHARES TR GLOBAL REIT ETF (REET). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 8 | +2 | +33.3% | 0.00% | $204 | $25.05 |
| 2024 Q4 | UNCHANGED | 6 | — | 0% | 0.00% | $144 | $23.00 |
| 2024 Q3 | REDUCED | 6 | -333 | -98.2% | 0.00% | $160 | $25.18 |
| 2022 Q1 | ADDED | 339 | +107 | +46.1% | 0.00% | $10K | $25.66 |
As of 2025 Q4 — sorted by position size